PhronimosOct 2111 minRequiem for a Jumbo JetIn the third quarter it was reported that Boeing will cease production of the iconic 747 ‘Jumbo Jet’ after the last few orders come off t...
PhronimosJul 315 minthe name is awful, but there is some sparkle to StellantisPeugeot reported an 85% decline in first half operating profit to EUR 482m. Net income fell 68% to EUR 595m. This is an incredible result...
PhronimosJul 165 minTime to factor geopolitics into investment thinkingIn his book from 2013, The China Choice, professor Hugh White wrote: Even a relatively minor conflict between America and China would hav...
PhronimosApr 133 minAvoiding Contagion and Myopic Loss AversionThe danger of Coronavirus contagion is very serious, but there is a different kind of highly contagious pathogen that can be very damagin...
PhronimosApr 136 minFuture Vision: EssilorLuxxoticaMarch 2020 was one of the most volatile months in the history of the stock market. The S&P500's decline of 12% on Monday the 16th of Marc...
PhronimosJan 174 minBeing Idle With ConfidenceIn very simple terms our goal at Phronimos is to acquire shares in either 1) outstanding businesses at a reasonable price, or 2) in reaso...
PhronimosNov 15, 20195 minMighty MouseThe Disney + streaming service achieved 10m subs within just days of launch, far exceeding the expectations of analysts. Disney had targe...
PhronimosSep 13, 20194 minThe Era of Passive Investing Begins The US stock market just crossed a major threshold. For the first time in history the assets in passive mutual funds and exchange-traded ...
PhronimosJul 30, 20197 minPresents for the Grandkids, Christmas 2050: an ExplanationSome notes so that their parents can try and explain what the heck Grandpa was thinking... If I told you there was a bank that was tradin...
PhronimosJul 2, 20197 minThe Inflation Tapeworm and Through the Looking GlassInterest rates are at historic lows across most of the developed world. Even the US Fed Funds rate of 2.25% - 2.50% is remarkably low giv...
PhronimosJun 13, 201922 minBayer beware: what are we missing?Bayer's share price has been monkey-hammered from a high of EUR 116 two years ago to EUR 53. Depending on the size of the ultimate Round...
